Payments - Tutorials

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Payor Tutorials
Payee Tutorials

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Payor Tutorials

About Holds in Procore Pay
About the Beneficiaries Tab in the Payments Tool
About the Disbursements Tab in the Payments Tool
About the Payments Settings
About the Payments Tool
About the Subcontractor Invoices Tab in the Payments Tool
Add Funding Accounts as a Payor
Add Payments Beneficiary Approvers as a Payor
Add Payments Disbursers as a Payor
Add or Remove Payments Admins as a Payor
Assign a Default Workflow Template for Procore Pay
Authorize Disbursements
Best Practices for Creating a Payments Workflow
Complete the Transactional MFA Challenge for Disbursements
Configure Payment Processing as a Payor
Configure Procore Pay Fee Collection for a Procore Project
Configure the Settings for a Payments Workflow Template
Create Compliance Templates for Projects as a Company Admin
Create Disbursements
Create Lien Waiver Templates
Create and Apply a Manual Hold on an Invoice
Customize the Payment Controls for Your Active Projects
Deactivate Funding Accounts as a Payor
Delete Lien Waiver Templates
Disable Disbursements
Edit Funding Accounts as a Payor
Edit Lien Waiver Templates
Edit a Manual Hold on a Subcontractor Invoice as a Payor
Enable Disbursements
Enable Lien Waivers & Set Default Templates on Projects
Enable Lien Waivers in the Company Payments Tool
Enable Procore Pay as a Payor
Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator
Enable or Disable Procore Pay on Your Projects
Export Subcontractor Invoices from the Payments Tool
Generate Lien Waivers on Project Invoices
Get Started with Procore Pay
Invite Beneficiaries to Procore Pay
Link Bank Accounts to Procore Pay
Log in to Procore Pay with Multi-Factor Authentication
Manage Advanced Settings for Payment Processing
Manage Beneficiaries in Procore Pay
Manage Business Entities as a Payor
Manage Compliance as an Administrator for the Payor
Manage Contract Compliance Documents & Statuses for a Commitment
Manage Disbursements
Manage Invoices in the Payments Tool
Manage Lien Waivers & Templates
Manage Payment Holds as a Payor
Manage Payment Processing
Manage Payment Requirements as a Payor
Manage Payments Permissions
Manage Procore Pay Bank Accounts
Manage Project Controls
Manage Project Controls in Bulk
Manage Rows & Columns on the Subcontractor Invoices Tab
Manage Sub-Tier Waivers
Manage Workflow Settings for Procore Pay
Open Invoices in the Payments Tool
Open a Deposit Account for Procore Pay as a Payor
Preview Lien Waivers on Project Invoices
Regenerate Lien Waivers on Project Invoices
Release a Manual Hold on Subcontractor Invoices
Remove Payments Beneficiary Approvers as a Payor
Remove Payments Disbursers as a Payor
Search for and Apply Filters on the Subcontractor Invoices Tab
Send a Request to Unlock a Signed Unconditional Lien Waiver
Set Up MFA for Procore Pay on Your Device
Set a Default Funding Account as a Payor
View Beneficiary Change History as a Payor
View Business Entities & Accounts as a Payor
View Funding Accounts as a Payor
View Invoice Payment Status
View Payment Requirements
View Payment Requirements as a Payor
View Payment Requirements on a Project Invoice as an Invoice Administrator
View Payments Permissions as a Payor
View Signed Lien Waivers on Subcontractor Invoices
View a Disbursement
View a Disbursements List
View the Payments Tool Change History

Payee Tutorials

Add a Bank Account as a Payee
Add a Payment Method as a Payee
Deactivate a Bank Account as a Payee
Disable Payments as a Payee
Edit a Bank Account as a Payee
Generate Lien Waivers on Project Invoices
Link Bank Accounts to Procore Pay
Manage Procore Pay Bank Accounts
Payee User Guide
Preview Lien Waivers on Project Invoices
Review and Accept a Pending Procore Pay Agreement as a Payee
Regenerate Lien Waivers on Project Invoices
Search and Filter Payments as a Payee
Set Up Procore Pay as a Payee
View Completed Payout Agreements in the Payments Dashboard (Draft)
View Payment Requirements
View Payment Requirements as an Invoice Contact
View the Payments Dashboard as a Payee
View the Payments List as a Payee

* Procore is a financial technology company, not a bank. Banking services provided by Goldman Sachs Bank USA, a member of the Federal Reserve System and member FDIC. Additional Goldman Sachs Bank USA services may be accessed on its Transaction Banking online platform by visiting https://txb.gs.com/cx/login. Goldman Sachs accounts and services are subject to its terms and conditions.

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